Filed August 22, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,308 | $123,793-31.1% | $177,821-52.0% | $79,858+6.8% |
| Participation rate | 98.2% | 84.7%+13.6pp | 87.7%+10.5pp | 69.6%+28.6pp |
| Annual return | 13.63% | 22.82%-9.2pp | 48.32%-34.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $5,492 | $4,095+34.1% | $5,918-7.2% | $2,471+122.3% |
| Participant deferral / active EE | $9,994 | $5,956+67.8% | $7,714+29.6% | $3,740+167.2% |
| Admin fee / account holder | $10,621 | $7,243+46.6% | $12,427-14.5% | $5,306+100.2% |